CVS HEALTH CORP

Ticker: CVS CUSIP: 126650100 Class: Common Stock

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 2,833 Value ($000) $214 Avg Close $67.82 Range $58.03 - $76.71
Q2 2025
Shares 3,231 Value ($000) $223 Avg Close $64.19 Range $57.25 - $71.15
Q1 2025
Shares 3,355 Value ($000) $227 Avg Close $57.99 Range $42.30 - $66.89
Q3 2024
Shares 7,458 Value ($000) $469 Avg Close $55.20 Range $51.98 - $60.62
Q2 2024
Shares 7,824 Value ($000) $462 Avg Close $58.52 Range $49.49 - $74.29
Q1 2024
Shares 5,951 Value ($000) $475 Avg Close $70.82 Range $65.20 - $76.63
Q4 2023
Shares 6,073 Value ($000) $480 Avg Close $65.40 Range $59.29 - $73.08
Q3 2023
Shares 6,453 Value ($000) $451 Avg Close $64.57 Range $58.98 - $70.62
Q2 2023
Shares 7,079 Value ($000) $489 Avg Close $64.30 Range $60.05 - $70.46
Q1 2023
Shares 7,132 Value ($000) $530 Avg Close $75.19 Range $64.74 - $83.29
Q4 2022
Shares 7,604 Value ($000) $709 Avg Close $85.94 Range $76.47 - $93.48
Q3 2022
Shares 7,681 Value ($000) $733 Avg Close $87.64 Range $79.82 - $95.07
Q2 2022
Shares 7,185 Value ($000) $666 Avg Close $85.91 Range $77.92 - $94.44
Q1 2022
Shares 7,299 Value ($000) $739 Avg Close $92.00 Range $86.32 - $97.53
Q4 2021
Shares 7,407 Value ($000) $764 Avg Close $80.49 Range $70.90 - $91.18
Q3 2021
Shares 7,081 Value ($000) $601 Avg Close $72.53 Range $68.56 - $76.11
Q2 2021
Shares 7,179 Value ($000) $599 Avg Close $70.48 Range $62.75 - $78.08
Q1 2021
Shares 7,649 Value ($000) $575 Avg Close $62.28 Range $57.94 - $65.81
Q4 2020
Shares 8,456 Value ($000) $578 Avg Close $55.22 Range $47.08 - $63.48
Q3 2020
Shares 7,365 Value ($000) $430 Avg Close $52.38 Range $47.31 - $56.75
Q2 2020
Shares 12,140 Value ($000) $789 Avg Close $52.60 Range $44.87 - $59.11
Q1 2020
Shares 11,886 Value ($000) $705 Avg Close $55.31 Range $43.18 - $63.01
Q4 2019
Shares 11,023 Value ($000) $819 Avg Close $57.78 Range $49.20 - $63.49
Q3 2019
Shares 11,475 Value ($000) $724 Avg Close $48.37 Range $43.36 - $53.38
Q2 2019
Shares 9,123 Value ($000) $497 Avg Close $43.57 Range $41.58 - $46.82
Q1 2019
Shares 8,131 Value ($000) $439 Avg Close $49.47 Range $41.70 - $56.47
Q4 2017
Shares 4,276 Value ($000) $313 Avg Close $56.24 Range $51.49 - $62.82
Q2 2017
Shares 6,755 Value ($000) $544 Avg Close $60.32 Range $57.71 - $63.70